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ILPT

BEARISH
$5.54 Live
Industrial Logistics Properties Trust · NASDAQ
Target $7.7 (+39.0%)
$2.47 52W Range $6.68

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 12, 2026
Market cap
$369.26M
P/E
N/A
ROE
-10.7%
Profit margin
-14.7%
Debt/Equity
4.66
Dividend yield
3.61%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
ILPT exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. The company is facing a critical liquidity crisis with a current ratio of 0.22 and an alarmingly high Debt/Equity ratio of 4.66. While the stock trades at a discount to book value (P/B 0.75) and has seen a recent 1-year price surge, the negative profit margins and unsustainable dividend payout ratio (92.31%) suggest a value trap. The disconnect between the technical recovery and the deteriorating balance sheet poses a significant risk to investors.

Key Strengths

Trading below book value (P/B 0.75)
Strong gross margin (86.26%) and operating margin (33.71%)
Significant 1-year price appreciation (+109.3%)
Positive revenue growth (3.10% YoY)
Analyst target price ($7.70) suggests potential upside if restructured

Key Risks

Severe liquidity risk (Current Ratio 0.22, Quick Ratio 0.16)
Excessive leverage (Debt/Equity 4.66)
Negative net profit margins (-14.75%) and negative ROE
Unsustainable dividend payout ratio relative to earnings
Consistent failure to meet earnings estimates (1/4 beats in last 4 quarters)
AI Fair Value Estimate
Based on comprehensive analysis
$4.85
-12.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
32
Weak
Value
55
Future
40
Past
30
Health
15
Dividend
20
AI Verdict
High Risk / Value Trap
Key drivers: Critical liquidity shortage, Extreme leverage, Negative profitability, Weak Piotroski score
Confidence
90%
Value
55/100

Trades at a discount to assets, but earnings are non-existent.

Positives
  • P/B ratio of 0.75
  • P/S ratio of 0.82
Watchpoints
  • Negative Forward P/E
  • Lack of Graham Number due to negative earnings
Future
40/100

Growth is insufficient to offset the debt burden.

Positives
  • Modest revenue growth
  • Recent EPS recovery from deep lows
Watchpoints
  • Stagnant YoY revenue growth (3.1%)
  • Negative earnings trajectory
Past
30/100

Long-term destruction of shareholder value.

Positives
  • Strong 1-year recovery
Watchpoints
  • Devastating 5-year return (-73.8%)
  • Poor earnings surprise track record
Health
15/100

Balance sheet is in a state of distress.

Positives
  • Positive ROA (1.75%)
Watchpoints
  • Piotroski F-Score 2/9
  • Current Ratio 0.22
  • Debt/Equity 4.66
Dividend
20/100

Dividend is likely a capital return or debt-funded rather than earnings-funded.

Positives
  • Yield of 3.61%
Watchpoints
  • Payout ratio 92.31%
  • Negative profit margins make dividend unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$5.54
Analyst Target
$7.7
Upside/Downside
+39.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ILPT and closest competitors.

Updated 2026-04-10
ILP
Industrial Logistics Properties Trust
Primary
5Y
-73.8%
3Y
+127.8%
1Y
+109.3%
6M
+7.8%
1M
-11.1%
1W
+2.0%
FRP
FRP Holdings, Inc.
Peer
5Y
-8.1%
3Y
-22.7%
1Y
-16.5%
6M
-6.7%
1M
-0.5%
1W
+3.0%
ARL
American Realty Investors, Inc.
Peer
5Y
+76.1%
3Y
-28.3%
1Y
+6.2%
6M
+29.1%
1M
+4.3%
1W
+2.6%
ACR
Ares Commercial Real Estate Corporation
Peer
5Y
-23.3%
3Y
-38.4%
1Y
-3.1%
6M
+10.8%
1M
-1.7%
1W
-5.1%
BRT
BRT Apartments Corp.
Peer
5Y
-0.8%
3Y
-12.6%
1Y
-18.8%
6M
-13.9%
1M
-8.0%
1W
-4.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
-6.3
PEG Ratio
N/A
P/B Ratio
0.75
P/S Ratio
0.82
EV/Revenue
10.87
EV/EBITDA
15.88
Market Cap
$369.26M

Profitability

Profit margins and return metrics

Profit Margin -14.75%
Operating Margin 33.71%
Gross Margin 86.26%
ROE -10.74%
ROA 1.75%

Growth

Revenue and earnings growth rates

Revenue Growth +3.1%
Earnings Growth N/A
Q/Q Revenue Growth +3.07%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
4.66
High debt
Current Ratio
0.22
Weak
Quick Ratio
0.16
Poor
Cash/Share
$1.45

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
85.4%
Op. Margin
33.7%
Net Margin
-1.6%
Total Assets
$5.2B
Liabilities
$4.3B
Equity
$0.5B
Debt/Equity
8.76x
Operating CF
$0.0B
Free Cash Flow
$0.0B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-18
$-0.03
-142.9% surprise
2025-10-28
$-0.23
+9.9% surprise
2025-07-29
$-0.32
-3.2% surprise

Real Estate Sector Comparison

Comparing ILPT against 73 companies in the Real Estate sector (2 bullish, 13 neutral, 58 bearish)
Return on Equity (ROE)
-10.74%
This Stock
vs
-62.61%
Sector Avg
-82.8% (Below Avg)
Profit Margin
-14.75%
This Stock
vs
17.06%
Sector Avg
-186.4% (Weaker)
Debt to Equity
4.66
This Stock
vs
2.81
Sector Avg
+65.9% (Higher)
Revenue Growth
3.1%
This Stock
vs
37145.77%
Sector Avg
-100.0% (Slower)
Current Ratio
0.22
This Stock
vs
7.24
Sector Avg
-97.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

DUFFY YAEL
Chief Executive Officer
Stock Award
2026-03-18
15,625 shares
PHELAN KEVIN C
Director
Gift
2025-11-21
10,000 shares
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
2 analysts
Freedom Broker
2026-03-03
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning ILPT from our newsroom.

Newest → oldest
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